CurrentClient allows you to use texts, ringless voicemail, video and surveys to make ongoing education and outreach a delight to your clients. Our integration with CurrentClient allows you to make sure your CurrentClient outreach list stays synced with the CRM. CC will pull all new contacts from the CRM every day. If you send out a text or video, a copy of that communication will be visible from the profile page in the CRM. Check out
CurrentClient. Visit our
help article as well
